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Beacon Pointe Advisors, LLC: XLG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on XLG, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 20,798 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,798 shares
    Change vs previous 13F -2,019 shares

    0.01% of the 13F portfolio, value $1,273,482.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,817 shares
    Change vs previous 13F +862 shares

    0.01% of the 13F portfolio, value $1,244,672.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,955 shares
    Change vs previous 13F -392 shares

    0.01% of the 13F portfolio, value $1,301,480.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,347 shares
    Change vs previous 13F +3,885 shares

    0.01% of the 13F portfolio, value $1,285,426.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,462 shares
    Change vs previous 13F -2,066 shares

    0.01% of the 13F portfolio, value $961,849.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,528 shares
    Change vs previous 13F +3,718 shares

    0.01% of the 13F portfolio, value $944,688.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,810 shares
    Change vs previous 13F +2,377 shares

    0.01% of the 13F portfolio, value $839,804.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,433 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $685,995.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).